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Pan-Canadian RDA Training

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Module 9 Copy Cataloguing

in an RDA EnvironmentPrepared by Linda WoodcockTechnical Services LibrarianKwantlen Polytechnic University, Surrey, B.C.

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AcknowledgmentsThis module was created with reference to the Report of the PCC Post-Implementation Hybrid Bibliographic Records Guidelines Task Groupsubmitted October 15, 2012 (Minor revisions February 25, 2013) and theOCLC RDA Policy StatementEffective March 31, 2013

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How do I edit an AACR2 record if we have adopted RDA?

How do I edit an RDA record if we are still using AACR2?

Which edits are critical? Which edits are needed for access? What should NOT be changed?

Copy Cataloguing After RDA Day 1

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What policies will be in place in shared databases?◦ OCLC policy◦ Regional union catalogues

What policies will be in place at the local level?◦ Will your library adopt RDA on Day 1?◦ Will your library accept AACR2 copy as is or edit to

add RDA elements?◦ Will your library convert authorized access points to

RDA form? Or wait for batch processing?

Copy Cataloguing After RDA Day 1

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New policy statement in effect March31st 2013http://www.oclc.org/ca/en/rda/new-policy.htm

The new policy was based on this discussion paper:“Incorporating RDA practices into WorldCat” (Apr. 2012):http://www.oclc.org/us/en/rda/discussion.htm

OCLC will NOT REQUIRE members to catalogue according to RDA

OCLC Policy Statement on RDA Cataloguing in Worldcat

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If a record already exists in either RDA or AACR2 do not create another record using the other code

Do NOT edit a full-level master record from one set of rules to another

If the record is minimal-level you may change the record from AACR2 to RDA when upgrading

OCLC Policy Statement on RDA Cataloguing in Worldcat

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Why not create a new record if the one found is not using the same standard as your own library?◦ Prevent the addition of duplicates to a shared

database◦ Avoid duplication of effort going from one code to

another◦ Save time and money

What are the issues?

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Why not edit an AACR2 record to conform to RDA?◦ Important to be able to identify the rules under

which the record was created◦ Important to be able to compare records created

with AACR2 to those created using RDA◦ Save time and money

What are the issues?

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PCC Task Group on Hybrid records concludes◦ There are already many hybrid records in our

databases AACR1 Major Revisions to AACR2 over 30 years created

many variants in description PCC Standard records were a departure

◦ Hybrid records create no harm

And yet?

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Enhancing access should be the focus Ensure description is accurate, regardless of

which content standard was used Add but do not take away Correct errors but do not change the form of

transcription to another convention Authorized access points must be RDA

compatible

General principles

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When adapting pre-RDA copy you have three basic choices:

1) Leave the copy as it is, in its pre-RDA state.2) Add some RDA elements without changing the whole record, thus creating a hybrid.3) Re-describe the resource to result in a record that is fully RDA.

Enhancing pre-RDA records

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Describes the result of adding RDA elements to existing AACR2 records

The description as a whole has not been altered to conform with RDA guidelines

The record is still coded as descriptive form ‘a’ AACR2

Authorized access points are compatible with RDA

What is a hybrid record?

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Consider creating a hybrid when: There are elements that need to be added,

but you don’t want to do a complete re-description

You want to enrich the record with RDA elements such as content/media/carrier, relationship designators, etc.

Hybrid records

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Consider re-describing a record when: The existing record is minimal or substandard and

you want to create a more complete or higher level record.

You need to make extensive changes to an existing record because of changes in a new iteration of the resource.

Doing so will enhance discoverability and identification of the resource.

You are sufficiently trained in RDA to re-describe

Re-describing vs. creating a hybrid

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Criteria for Editing Copy Local decision Report the desired change to your

utility? Added value for end users Other fields may need editing:

◦ Input standards for local system and utility◦ Consistent limiting by content type

17

Keep in Mind … Do not edit records solely to conform to new

standard

Do not delete data unless it is incorrect

Make changes that affect access to the record

Records may contain a mix of old and new practices

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Leader position 18 descriptive cataloging form

Do not add $e RDA to 040 Do not change choice of entry if it is

valid under AACR2 Do not remove valid AACR2 elements or valid

RDA elements when enhancing records

What not to touch when creating a hybrid

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Add available detail to fixed fields Add additional names in statement of

responsibility Add additional 264 to account for changes

in integrating resource and serial publications

Add 336/337/337 Add relationship designators

Possible changes when creating a Hybrid from an AACR2 record

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Ensure forms in 1XX 7XX conform to RDA Do not add Family name as creator as this

was not an option in AACR2 OK to add additional access points

Hybrids : Access points

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Generally leave the title as is◦ Do not alter use of [sic] or [ie]◦ Do not alter capitalization

OK to add additional names to the statement of responsibility for keyword access

Hybrids : Title and SOR

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Do not spell out abbreviated words Do not transcribe numerals that have

prescribed abbreviations in AACR2

Hybrids : Edition Statement

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Latin abbreviations "S.l." or "s.n." ◦ May change to "Place of publication not

identified" and "publisher not identified". ◦ It is ok to leave them in the record. These are

prescribed Latin abbreviations in AACR2. May convert 260 to 264 if desired or add

additional 264 as applicable◦ Several caveats around retention of AACR2

conventions in this field. Refer to guidelines for 264

Hybrids : Publication statement

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Do not add places that are not required in AACR2 Do not remove larger jurisdictions not on the

source of information, or ‘corrections’ to the place Do not remove abbreviations to places or

publisher names found on the source of information, however, you may spell out abbreviations if you are confident the word was spelled out on the source

Do not replace a supplied date of publication. Some dates are used interchangeably in AACR2 and are different elements in RDA

Hybrids : Publication statement

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Correct any errors OK to spell out abbreviations Do not remove brackets which indicate

unnumbered pages

Hybrids : Physical description

Full level AACR1 record

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010 41001629 040 RIU $c RIU $d OCLCQ $d OCLCG $d CLU $d UKMGB016 7 007546288 $2 Uk043 e-uk-en050 04 NA5463 $b .B33 1940a082 726.0942049 K6UA100 1 Batsford, Harry.245 14 The greater English church of the middle ages, $c by Harry Batsford and Charles Fry; illustrated from photographs, plans, diagrams & early sources.260 New York, $b Scribner; $a London, Malvern Wells, $b B.T. Batsford, $c [1940]300 viii, 136 p. $b col. front., illus., plates (part col.) $c 22 cm.490 0 [The English countryside series]650 0 Church architecture $z England.650 0 Cathedrals $z England.700 1 Fry, Charles, $d 1903- $e joint author.

Full level AACR2 record

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010 2012008656040 DLC $b eng $c DLC $d YDX $d BTCTA $d YDXCP $d BDX $d BWX 020 9781610911924 (pbk.)042 pcc043 n-us---050 00 GE195 $b .C74 2012082 00 363.7/0525 $2 23084 NAT011000 $a SEL031000 $2 bisacsh245 00 Cooler smarter : $b practical steps for low-carbon living : expert advice from the Union of Concerned Scientists / $c Seth Shulman ... [et al.].260 Washington, DC : $b Island Press, $c c2012.300 xii, 321 p. : $b ill., map ; $c 23 cm.504 Includes bibliographical references and index.650 0 Sustainable living $z United States.650 0 Environmental protection $z United States $x Citizen participation.700 1 Shulman, Seth.710 2 Union of Concerned Scientists.

Full level RDA Record

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040 MZB $b eng $c MZB $e rda $d MZB043 n-us-mt082 04 577.68 $2 23100 1 Vance, Linda K. $q (Katherine), $e author.245 10 Assessing the natural range of variability in minimally disturbed wetlands across the Rocky Mountains : $b the Rocky Mountain ReMAP project / $c prepared for the U.S Environment Protection Agency ; prepared by Linda Vance, Karen Newlon, Joanna Lemly and George Jones.260 Helena, MT : $b Montana Natural Heritage Program, $c 2012300 1 online resource : $b maps, photos (chiefly colored), PDF336 text $2 rdacontent337 computer $2 rdamedia338 online resource $2 rdacarrier700 1 Newlon, Karen Rachel, $e author.700 1 Lemly, Joanna, $e author.700 1 Jones, George, $e author.710 1 United States. $b Environmental Protection Agency, $e author.710 2 Montana Natural Heritage Program.856 40 $u http://wayback.archive-it.org/499/20120628173612 /http://mtnhp.org/reports/ReMAP.PDF

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Did the CIP start as RDA or AACR2?

Upgrade according to the rules that were used to create the CIPORUpgrade AACR2 CIP to RDA

DO NOT upgrade RDA CIP to AACR2

Cataloguing in Publication

An AACR2 CIP record010 2012005419020 9780073532240 (hard copy : alk. paper)020 007353224X (hard copy : alk. paper)040 DLC $b eng $c DLC042 pcc050 00 QH308.2 $b .B564445 2014082 00 570 $2 23245 00 Biology / $c Robert J. Brooker ... [et al.].250 3rd ed.260 New York, NY : $b McGraw-Hill, $c c2014.263 1301300 p. cm.500 Includes index.650 0 Biology $v Textbooks.700 1 Brooker, Robert J.

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An RDA CIP record

000 ******am*******8a*****008 111202s2012 mdu b 001*0 eng d010 2011049673040 DLC $e rda $b eng $c DLC 020 9781611475197 (cloth : alk. paper)100 1 Cernuschi, Claude, $d 1961-245 10 Barnett Newman and Heideggerian philosophy / $c Claude Cernuschi.260 Lanham, Md. : $b Rowman & Littlefield Pub., $c 2012.263 1203300 pages cm336 text|2rdacontent337 unmediated|2rdamedia338 volume|2rdacarrier504 Includes bibliographical references and index.600 10 Newman, Barnett, $d 1905-1970 $x Aesthetics.600 10 Newman, Barnett, $d 1905-1970 $x Criticism and interpretation.600 10 Heidegger, Martin, $d 1889-1976 $x Influence.

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Do not add gmd to an RDA record Do not remove the gmd from an AACR2 record OCLC will delay the removal the gmd from all

Worldcat records until 2016 Locally, libraries may opt to continue to use the

gmd if their ILS systems cannot provide other cues to the format

What about the gmd?

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PCC Hybrid Record Guidelines Task Group final reporthttp://www.loc.gov/aba/pcc/rda/RDA%20Task%20groups%20and%20charges/PCC-Hybrid-Bib-Rec-Guidelines-TG-Report.docx

OCLC Policy Statement on RDA Cataloginghttp://www.oclc.org/ca/en/rda/new-policy.htm

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